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Trade Desk

939 hedge funds and large institutions have $13.8B invested in Trade Desk in 2025 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 252 increasing their positions, 405 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% less ownership

Funds ownership: 82.57%82.19% (-0.38%)

3% less first-time investments, than exits

New positions opened: 173 | Existing positions closed: 178

5% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.28B

2% less funds holding

Funds holding: 962939 (-23)

24% less capital invested

Capital invested by funds: $18.1B → $13.8B (-$4.27B)

38% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 405

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
939
Holders Change
-23
Holders Change %
-2.39%
% of All Funds
11.42%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
173
Increased
252
Reduced
405
Closed
178
Calls
$1.21B
Puts
$1.28B
Net Calls
-$65.6M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
826
Ankerstar Wealth
Texas
$4.4K +$5.14K +116 New
CFG
827
Clayton Financial Group
Missouri
$4.21K +$4.92K +111 New
FP
828
Financial Perspectives
Minnesota
$4.18K -$621 -14 -11%
KFG
829
Kingdom Financial Group
Arizona
$4.18K +$4.88K +110 New
MCM
830
MV Capital Management
Maryland
$3.87K +$665 +15 +17%
YAL
831
Your Advocates Ltd
Texas
$3.8K -$22.2K -500 -83%
BLC
832
Brown, Lisle/Cummings
Rhode Island
$3.8K -$12.2K -275 -73%
BFS
833
Burkett Financial Services
South Carolina
$3.8K
IWM
834
Inlight Wealth Management
Georgia
$3.8K
SWIM
835
Smallwood Wealth Investment Management
New Jersey
$3.8K
LWANC
836
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.8K +$4.43K +100 New
TTIC
837
Tower Trust & Investment Company
Iowa
$3.79K
HIA
838
Harbor Investment Advisory
Maryland
$3.72K +$4.34K +98 New
TWD
839
True Wealth Design
Ohio
$3.65K +$1.33K +30 +45%
HHMI
840
Howard Hughes Medical Institute
Maryland
$3.61K
CA
841
Crewe Advisors
Utah
$3.59K -$6.12K -138 -59%
BIA
842
Bell Investment Advisors
California
$3.38K -$3.9K -88 -50%
AF
843
Advisornet Financial
Minnesota
$3.08K -$12.8K -289 -78%
CSC
844
Caldwell Sutter Capital
California
$3.04K
HWM
845
HighMark Wealth Management
Minnesota
$2.85K -$28.3K -638 -89%
IRC
846
Investors Research Corp
Georgia
$2.85K
VFM
847
Vision Financial Markets
Connecticut
$2.85K
SC
848
Swan Capital
Florida
$2.85K +$3.32K +75 New
BFP
849
Birchwood Financial Partners
Minnesota
$2.81K +$3.28K +74 New
LIA
850
Luken Investment Analytics
Tennessee
$2.62K +$3.06K +69 New